HUMPHREYS CAPITAL, LLC

RIASEC RegisteredEst. 2020
Total AUM
$252M
Discretionary
$252M
100% of AUM
Avg account
$50.5M
Accounts
5
Employees
20
Advisory reps
6

Firm details

Headquarters
OKLAHOMA CITY, Oklahoma
CRD number
309323
Registered since
September 15, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Humphreys Capital, LLC is an SEC-registered LLC (registered in 2020) that operates as a manager of pooled real estate vehicles. The firm identifies as a real estate fund sponsor and serves an institutional client base. Its advisory activity centers on portfolio management for pooled investment vehicles and it acts as sponsor, general partner, or managing member of those vehicles. Fee arrangements include percentage-of-assets and performance-based components, alongside other fee structures. The firm does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • GRANT HUMPHREYS

    Chairman & CEOCRD 6776437

  • MAX MYERS

    Chief Executive OfficerCRD 8163382

Contacts

3 of 4
  • GRACE MIDDLEBROOKS

    Member of the Board of DirectorsCRD 6777023

  • DEREK GREEN

    Member of the Board of DirectorsCRD 8171574

  • DON POWELL

    CRD 8171572

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OKLAHOMA CITY, OK

OKLAHOMA

Location

OKLAHOMA CITY, OK

Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
OKLAHOMA
Address
1801 Wheeler St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth